Add and manage contacts
Create people and companies, set their stage, and import an existing list into your CRM.
Contacts are the heart of your CRM. You can track individual people and the companies they belong to, all in one place.
Add a person or company
Open Contacts from the menu. The page has tabs for People, Companies, and Tasks:
- Use the add button to create a new contact.
- Enter a name, email, and phone where you have them.
- For companies, you can link the people who work there.
The Tasks tab shows every task across all your contacts in one list, so nothing hides inside a single record.
Set the stage
Each contact has a Stage, drawn from the same stage list as your pipeline, so you always know where they stand. You can update it as the relationship develops.
Four rules also ship on by default and move people forward on their own: a form submission makes someone a Lead, a payment makes them a Customer, finishing a sequence marks them Engaged, and an engagement score of 50 or more marks them a Hot Lead. Manage these in CRM Settings, under Pipeline Automation.
Import a list
Already have contacts in a spreadsheet? Click Import on the Contacts page, then upload or paste your file. Your CRM matches the columns for you, so a HubSpot, GoHighLevel, or Google Sheets export comes in as-is. It accepts .csv, .tsv, and .txt files.
Export your contacts
Use the Export button on the Contacts page when you need your list in a spreadsheet or another tool.
Scan a business card
In a pinch, you can snap a photo of a business card and your CRM will read the details and create the contact for you.